Fundamentals of Acquisition Transactions

Training Provided by Lorman Education Services Fundamentals of Acquisition Transactions - How to avoid the pitfalls of acquisition transactions what you don t know could hurt you. Join us for this innovative seminar and get up to speed on current developments in agreements. Understand the intricacies of mergers and acquisitions. Get a handle on complicated issues surrounding qualified plans. Avoid problems down the road by protecting yourself and your company find out exactly what the critical issues are and how to best handle them. You ll gain the practical insight you need to deal with any challenges that come your way, including tips on due diligence. Don t wait register today to make sure you stay on the cutting edge of your field. Benefits for You Hear about lessons learned from the market meltdown Navigate the changes to the accounting and reporting requirements with the new FAS 141R form. Discover why mergers and acquisitions fail, and what a good acquisition looks like. Tips on handling all types of employee benefit plans Get expert advice on the role of due diligence in acquisition transactions

Fundamentals of Acquisition Transactions 8:00 am 8:30 am Registration

8:30 am 9:30 am Current Developments in Negotiating Merger and Acquisition Agreements: Lessons Learned From the Market Meltdown
Chris Scheurer

9:30 am 10:30 am Market Trends and Outlook
T. Ashby Watts IV, CFA
Mergers and Acquisition Activity
Financing Trends
Outlook for Mergers and Acquisitions

10:30 am 10:40 am Break

10:40 am 12:10 pm Creating Value From Mergers and Acquisitions
Ben Howatt
Why Mergers and Acquisitions Fail
What a Good Acquisition Looks Like
Acquisition Planning
Finding and Assessing Targets
Integration and Transition Planning

12:10 pm 1:10 pm Lunch (On Your Own)

1:10 pm 2:10 pm Employee Benefits in Mergers and Acquisitions
James H. Culbreth Jr.
Qualified Plans and How to Deal With Them
Nonqualified Plans and Executive Benefits
COBRA, Welfare Benefit Plan Issues, Golden Parachutes and Other Surprises

2:10 pm 2:20 pm Break

2:20 pm 3:05 pm The Role of Due Diligence in Acquisition Transactions
John T. Gathings Jr.
Reasons for Due Diligence
Initial Determinations
Areas Reviewed and Analysis of Other Issues

3:05 pm 4:10 pm FAS 141R
David Kostmayer, CPA, CVA, CM&AA
Tax Pitfalls and Opportunities
David Kostmayer, CPA, CVA, CM&AA
338(h)(10)
Earnouts
Negotiating Techniques
Successor Liabilities

Tax Structuring Ideas
David Kostmayer, CPA, CVA, CM&AA
Personal Goodwill
351
Unwanted Assets
Horizontal Double Dummy

4:10 pm 4:30 pm Questions and Answers
James H. Culbreth Jr., John T. Gathings Jr.,
Ben Howatt, David Kostmayer, CPA, CVA, CM&AA, Chris Scheurer and T. Ashby Watts IV, CFA

About The Training Provider: Lorman Education Services

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